Recursion extends cash runway to early 2028, 1st AI-enabled FAP proof-of-concept, beats Q4 2025 ests

 

• Q4 2025 non-GAAP EPS $-0.21, +60% YoY, beating analyst EPS estimates.
• Q4 2025 revenue $35.4M, +684% YoY, above analyst revenue estimates.
• First AI-enabled POC in FAP reinforces platform validity and underpins future partner, pipeline value.
• Sanofi collaboration now at five milestones and $134M cash, with multiple challenging targets in flight.
• Pro forma operating expenses cut 35% YoY and 10% below prior guidance, extending runway to early 2028.
• Chemistry and clinical AI platforms show 2x faster discovery and faster trial enrollment, but clinical risk remains high.
• Next 18–24 months packed with go/no-go decisions and early data across several oncology and rare-disease programs.

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